Tiger Global Management 13F: Adds $41M to Zillow (Z) Stake

Tiger Global Boosts Stake in Zillow Group, Inc.

Tiger Global Management expanded its investment in Zillow Group, Inc. Z NasdaqGS during the period, adding to its real estate technology holdings. According to a recent Form 13F filing with the SEC, the fund lifted its stake by a 21.6% increase. This backward-looking filing reflects holdings as of the reporting period and may not represent the investor's current position.

Inside Tiger Global's Share Addition

The fund added 1,312,000 shares to its portfolio, growing its prior count of 6,056,957 shares up to an ending total of 7,368,957 shares. That move brought the reported value of the stake to about $232.3 million.

Zillow Group Stock Trades Near Recent Lows

The stock recently changed hands at $31.52, sitting closer to its 52-week low of $29.23 than its high of $81.90. Shares trade below both the 50-day moving average of $33.61 and the 200-day moving average of $44.82.

Wall Street Analyst Updates

Analyst firms have kept a close eye on the company with various target adjustments. On October 16, 2026, Needham reiterated its Hold rating on the stock. Earlier on October 13, 2026, Morgan Stanley maintained its Equal-Weight rating while lowering its price target from $60.00 to $35.00. Back on August 11, 2026, JP Morgan maintained an Overweight rating, adjusting its price target to $62.00 from $76.00. Keefe, Bruyette & Woods maintained a Market Perform rating on August 7, 2026, with a target of $34.00, following an earlier target of $37.00 on July 13, 2026. Jefferies maintained a Buy rating on July 14, 2026, with a target of $60.00 down from $75.00. Across six analyst opinions, the stock carries a consensus hold recommendation and an average price target of $46.00.

Digital Real Estate Platforms

Zillow Group, Inc. operates internet real estate applications and websites connecting home shoppers with agents, loan officers, and digital tools in the United States through residential, rentals, and mortgage segments. The company brings together agents, property managers, and consumers via brand portfolios including Trulia, StreetEasy, and HotPads.

What to Watch at Zillow Group, Inc.

The company is scheduled to release its next set of financial results on October 29, 2026, which will provide fresh data on revenue growth and profitability. Investors will look to subsequent quarterly filings to see if Tiger Global maintains or adjusts its position.